Melone Private Wealth, LLC Davis Fundamental ETF Tr Transaction History
Melone Private Wealth, LLC
- $167 Million
- Q1 2024
A detailed history of Melone Private Wealth, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Melone Private Wealth, LLC holds 15,430 shares of DUSA stock, worth $624,452. This represents 0.37% of its overall portfolio holdings.
Number of Shares
15,430
Previous 15,430
-0.0%
Holding current value
$624,452
Previous $544,000
14.34%
% of portfolio
0.37%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding DUSA
# of Institutions
69Shares Held
9.73MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$137 Million0.77% of portfolio
-
Morgan Stanley New York, NY2.56MShares$104 Million0.01% of portfolio
-
Kestra Advisory Services, LLC779KShares$31.5 Million0.22% of portfolio
-
Ubs Group Ag392KShares$15.8 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL231KShares$9.36 Million0.01% of portfolio